©2020 Buffini & Company. All rights reserved.

BUSINESS PLAN

©2020 Buffini & Company. All rights reserved.BUSINESS PLAN 1

My Mission Statement:

My Core Values:

My Why:

Mission Statement

©2020 Buffini & Company. All rights reserved.BUSINESS PLAN

Target Annual Net Income Goal

My Tax Rate (e.g., 33% tax rate enter as 0.33)

Estimated Income Before Taxes

Adjusted Gross Commissions

My Average Commission Rate (per side)

My Previous Year Average Sales Price

Total Transactions

Monthly Transaction Goal

Quarterly Transaction Goal

Last 12 Months Goal for 2021

My Referral and Contact* Ratios:

My # Referrals Needed to Get 1 Close

My # Contacts Needed to Get 1 Referral

Referrals needed per month

Contacts needed per month

Daily contacts needed

Proactive Lead-Generation Activity Needed to Achieve Your Annual Transaction Target:

Use the above information to fill out My Business Dashboard in Referral Maker CRM. If you do not know your referral and contact ratios use the recommended ratios below: Recommended Referral and Contact* Ratios: • 3 Referrals to 1 Close (Transaction target x 3 = Referrals Needed) • 20 Contacts to 1 Referral (Referrals Needed x 20 = Total Contacts Needed) • Contacts needed ÷ 20 = Daily Contacts Needed (based on 20 workdays per month) *Note: “Contact” = an actual interaction with a person via face-to-face (Pop-By, etc.) or voice-to-voice (phone conversation) and ASKING FOR A REFERRAL.

Last 12 Months Goal for 2021

BUSINESS GOALS

2

BUSINESS PLAN 3©2020 Buffini & Company. All rights reserved.

Be sure to plug these activities into your calendar: 1) Attend One Buffini & Company Event 2) Host 1 Business Mixer at least once a Quarter 3) Host Client Appreciation Party at least 2x /Year

2021JANUARY FEBRUARY MARCH

1st

Qua

rter

Reason to Call

Reason to Text

Pop-By Gift Idea

Video Email Message

Client Party Date/Theme

Business Mixer Date

B2B Endorsement (IOV)

Additional Marketing

Events/Training

Time Off/Vacations

APRIL MAY JUNE

MARKETING PLAN

Reason to Call

Reason to Text

Pop-By Gift Idea

Video Email Message

Client Party Date/Theme

Business Mixer Date

B2B Endorsement (IOV)

Additional Marketing

Events/Training

Time Off/Vacations

2nd

Qua

rter

©2020 Buffini & Company. All rights reserved.BUSINESS PLAN

Be sure to plug these activities into your calendar: 1) Attend One Buffini & Company Event 2) Host 1 Business Mixer at least once a Quarter 3) Host Client Appreciation Party at least 2x /Year

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

MARKETING PLAN3r

d Q

uart

er

Reason to Call

Reason to Text

Pop-By Gift Idea

Video Email Message

Client Party Date/Theme

Business Mixer Date

B2B Endorsement (IOV)

Additional Marketing

Events/Training

Time Off/Vacations

Reason to Call

Reason to Text

Pop-By Gift Idea

Video Email Message

Client Party Date/Theme

Business Mixer Date

B2B Endorsement (IOV)

Additional Marketing

Events/Training

Time Off/Vacations

4th

Qua

rter

4

©2020 Buffini & Company. All rights reserved.BUSINESS PLAN

Business Personal

5

Total Monthly Budget

Total Cash Reserves

Additional Assets

Liabilities

Net Worth

Retirement

Where will I track my expenses/budget?

How often will I commit to review?

FINANCIAL ASSESSMENT

$ # of Months $ # of Months